Steps

Tasks

Sources

S&S EXECUTION

8

(a) CO invokes/executes surge IAW 17.9306, when:

(i) Supporting project coded requisition(s) for:

(A) Wartime or contingency operations;

(B) Reconstitution of contingency resources following wartime or major exercise;

(C) NMCS, MICAP, unusual and compelling requirements; or

(ii) Directed by senior leaders to support anticipated increase demands in preparation for national emergency; or

(iii) Supporting peacetime issue to resolve backorder situation affecting customer readiness (Requires J7 approval); or

(iv) To support testing, validation, or maintenance of S&S capability.

(b) Prior to invoking/executing surge, the CO considers the following:

(i) Buyer validates the item(s) for surge coverage in the LTC, verify MWR, D1-D6 or surge quantity option, and ramp-up time requirement; and

(ii) Determine if requirement meets criteria under (a) above; and

(iii) Determine if it's in Government's best interest to invoke/execute surge in lieu of other support that may be more cost effective (e.g., expedited delivery, spot buys, diversion, redistribution orders, etc.), and consider delivery, customer readiness, and vendor performance record.

(c) Surge trigger or input to invoke/execute may come from the following:

(i) Internal input

(A) Manual - CO, Buyer, Supply Planner (SP), Customer Account Specialist (CAS), Industrial Specialist, Seniors Leaders, HQ DLA J-74;

(B)Automated - Industrial

Base Management System, SAP.

(ii) External input - Customers or Services.

(d) Invoking/executing surge for DLA Direct:

(i) Supply Planner

(A) Validates backorder, due-in, stock-out situation, and criteria listed under 8(a) above prior to generating a Surge PR for manual sourcing;

(B) Identifies the PR as a "Surge PR".

(C) Notifies the CO of the Surge PR via email for immediate processing. Refer to the Job Aid "Creating a Surge Purchase Requisition" in EBS Online Help for instructions;

(ii) Contracting Officer

(A) Retrieves Surge PR sent by the SP;

(B) Validates the Surge PR against the email sent by the SP;

(C) Prior to invoking or executing surge, CO follow steps under (b) above and ensures that it's in the Government best interest to invoke or execute surge to support the requirement in lieu of other support;

(D) Sources surge PR against the appropriate Surge CLIN(S) in the OA and includes a remark stating "This is a Surge Order";

(E) CO notifies the vendor and IS immediately by emailing a PDF copy of the order with subject title "Surge Order - Read Immediately"; Includes the PIIN, Order Number, and other information deemed necessary to bring immediate attention to the order for processing.

(iii) IS tracks and reports surge execution.

(e) Invoking/executing surge for Customer Direct:

(i) Customer Account Specialist

(A) Uses Surge CLIN(S) to source CD requisitions that meet the criteria under 8(a) above;

(B) Project coded requisition can be sourced automatically in SAP by loading the appropriate Surge CLIN(S) in the OA and inclusions and/or exclusions.

(C) CAS consults the

CO to validate surge coverage in LTC and to load the surge CLINS in SAP OA (if not already loaded).

(D) CO notifies the vendor and IS immediately by emailing a PDF copy of the order with subject title "Surge Order - Read Immediately"; Includes the PIIN, Order Number, and other information deemed necessary to bring immediate attention to the order for processing.

(E) IS tracks and reports surge execution.

(ii) CO is responsible for loading surge CLIN(S) in SAP OA.

17.9303(c)(7)

Job Aid - EBS OLH